Update Account Status [Direct Deposit module, Tasks menu]

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

You can use the Payroll CS application to automatically change the status of a client's Waiting accounts to Approved, Prenote, or, for Child Support Direct Deposit accounts, Zero Balance.

From the CSA main window, choose Utilities > Direct Deposit. From the Maintain Electronic Transaction Files dialog) select Tasks > Update Account Status.

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Related topics

Setup Example 5 in the appendix section of the Payroll CS Tutorial is an extended example describing the client setup and processing steps for direct deposit.

Setting up a client for direct deposit

Payroll CS Guide to Handling Direct Deposit (PDF)

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